【出版时间及名称】:2010年2月全球品牌投资策略报告
【作者】:瑞士信贷
【文件格式】:pdf
【页数】:293
【目录或简介】:
Table of Contents
Executive Summary 4
Identifying High Potential Brands 13
Industry Matters 15
What Is a Brand? 18
Outlook for Brand Investing 20
How to Invest in Brands 26
Emerging BrandsStrong Returns if One Picks the Winners 32
Transform & ProliferateWhen Brands Generate Huge Value 42
Hitting the WallWhy Some Brands Fail to Make the Leap 57
Breaking through the Wall 63
Achieving Global Iconic Status: Time to Sell the Stock 66
Brand Failures 71
Brand Reinvention: Often a Great Investment Opportunity 75
Brands in Healthcare 79
Brands of Tomorrow 83
Alibaba.com Limited (1688.HK): Chinas B2B Online Marketplace 85
Almarai Co (2280.SE): A Danone in the Making 92
Amazon.com Inc. (AMZN): Scale and Share in E-Commerce 103
Apple Inc. (AAPL): Dominant Brand with Room for Growth 110
BIM (BIMAS.IS): Turkeys Price Leader Taking the Next Step 122
Capitec Bank (CPIJ.J): Challenging Established Banks 130
China Merchants Bank-H (3968.HK): Strongest Retail Bank Franchise 143
Commercial Aircraft Corporation of China, Ltd (COMAC; Private): 152
Enfamil: A Brand That Translates to Any Language 162
Facebook (Private): The Worlds Social Network 169
Hyundai Motor (005380.KS): Poised for Increased Penetration 174
Indian Hotels (IHTL.BO): A Segmented Play on Indian Growth 182
Julius Baer (BAER1.VX): Leading Independent Pure-Play Private Bank 187
Li Ning Co., Ltd. (2331.HK): The Authentic Asian Sports Brand? 195
Mahindra & Mahindra (MAHM.BO): Indian Brand Takes on the Overseas Auto Market 202
MercadoLibre (MELI): Latin Americas eBay, Paypal, and Craigslist? 208
Mercedes-Benz: Hidden Value in Mercedes and Trucks 214
Polo Ralph Lauren (RL): A Transcendent & Leveragable Brand 222
Sonova Holding (SOON.S): A Hearing Healthcare Company 235
Swatch Group (UHR.VX): Keeping Its Spot at the Top 244
Tiffany & Co. (TIF): Seizing the Global Opportunity 252
Tingyi (0322.HK): A Power Player in China F&B 262
Trader Joes (Private): Proliferating in the United States 268
Tsingtao Brewery H (0168.HK): A Top Beverage Brand in China 274
Under Armour (UA): The Next Nike? 279
Uniqlo: Poised for Massive Expansion in Asian Markets 288
Yakult Honsha (2267): Protecting the Health of People Around the World 293